Steward Partners Investment Advisory’s Scansource SCSC Stock Holding History

Steward Partners Investment Advisory’s Portfolio SCSC Stock Details SCSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-369	Closed	-$14.6K	–	3659
2023 Q4	$14.6K	Buy	+369	New	+$12.4K	﹤0.01%	2541
2022 Q2	–	Sell	-1,300	Closed	-$45K	–	3357
2022 Q1	$45K	Buy	+1,300	New	+$43K	﹤0.01%	1973
2021 Q2	–	Sell	-10	Closed	-$300	–	7360
2021 Q1	$300	Buy	+10	New	+$290	﹤0.01%	3364
2020 Q2	–	Sell	-22	Closed	–	–	2741
2020 Q1	$0	Hold	22	–	–	﹤0.01%	2678
2019 Q4	$0	Hold	22	–	–	﹤0.01%	2725
2019 Q3	$0	Hold	22	–	–	﹤0.01%	2750
2019 Q2	$0	Buy	+22	New	+$748	﹤0.01%	2682
2018 Q4	–	Sell	-22	Closed	-$1K	–	1910
2018 Q3	$1K	Buy	+22	New	+$900	﹤0.01%	2523

Other funds holding SCSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's SCSC Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Scansource (SCSC) in Q1 2024, closing a stake of 369 shares — an estimated $14.6K sold.

Steward Partners Investment Advisory first reported a position in SCSC in Q3 2018 and held it in 8 quarters. The position peaked at $45K in Q1 2022. 169 funds tracked by Wall St. Rank hold SCSC as of Q1 2024.

Steward Partners Investment Advisory reported no remaining Scansource position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 369 Scansource shares in Q1 2024, an estimated $14.6K.
Steward Partners Investment Advisory first reported a position in Scansource in Q3 2018 and held it in 8 quarters.
Steward Partners Investment Advisory's Scansource position peaked at $45K in Q1 2022.
169 funds tracked by Wall St. Rank held Scansource as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.